VALLEY NATIONAL ADVISERS INC

Position in SPG — Simon Property Group Inc.

CIK 773411 BETHLEHEM, PA

Position in SPG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$51,439

+$9,097 QoQ

Shares Held

230

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,161

of 1,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $81,743 across 5 REIT - Retail names. SPG ranks #1 (62.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	230	$51,439
2	O	Realty Income Corp	393	$24,350
3	CBL	Cbl & Associates Properties Inc	44	$2,335
4	FRT	Federal Realty Investment Trust	16	$1,975
5	FCPT	Four Corners Property Trust, Inc.	67	$1,644

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,439	230	+1.3%	Shares	Sole	2026-07-29
2026-03-31	$42,342	227	+8.1%	Shares	Sole	2026-04-15
2025-12-31	$38,873	210	+1.0%	Shares	Sole	2026-01-23
2025-09-30	$39,035	208	+1.5%	Shares	Sole	2025-10-17
2025-06-30	$32,955	205	+1.0%	Shares	Sole	2025-07-22
2025-03-31	$33,714	203	+0.5%	Shares	Sole	2025-04-25
2024-12-31	$34,786	202	0.0%	Shares	Sole	2025-01-24
2024-09-30	$34,142	202	-35.7%	Shares	Sole	2024-10-24
2024-06-30	$47,665	314	+3.0%	Shares	Sole	2024-07-18
2024-03-31	$47,729	305	-1.0%	Shares	Sole	2024-04-19
2023-12-31	$43,933	308	+16.2%	Shares	Sole	2024-01-25
2023-09-30	$28,627	265	+17.8%	Shares	Sole	2023-11-13
2023-06-30	$25,983	225	0.0%	Shares	Sole	2023-07-31
2023-03-31	$25,193	225	0.0%	Shares	Sole	2023-04-26
2022-12-31	$26,433	225	0.0%	Shares	Sole	2023-01-12
2022-09-30	$20,193	225	0.0%	Shares	Sole	2022-11-08
2022-06-30	$21,357	225	0.0%	Shares	Sole	2022-07-15
2022-03-31	$29,601	225	0.0%	Shares	Sole	2022-05-06
2021-12-31	$35,948	225	0.0%	Shares	Sole	2022-02-11
2021-09-30	$29,243	225	0.0%	Shares	Sole	2021-11-10
2021-06-30	$29,358	225	0.0%	Shares	Sole	2021-08-02
2021-03-31	$25,598	225	0.0%	Shares	Sole	2021-05-07
2020-12-31	$19,188	225	+800.0%	Shares	Sole	2021-02-11
2020-09-30	$1,617	25	-32.4%	Shares	Sole	2020-11-13
2020-06-30	$2,530	37	+48.0%	Shares	Sole	2020-08-10
2020-03-31	$1,371	25	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.